How does Planfix help integrators centralize client channels?

Planfix turns every inbound message into a task and keeps it in one workspace. You can connect email, messengers, telephony, and external dashboards so both your team and the client team see the same history. Conditional lists in Planner let you route and update tasks automatically without custom code. This is ideal when you manage several client accounts at once and must keep data audit-ready.

Can we model client-specific processes without code?

Yes. You can create objects, add custom fields, and define status sets with transition rules that match the client’s real process. Users cannot skip steps because transitions are enforced. You can also build directories for services, contractors, or prices and reuse them in tasks. All of this is done through configuration, so you do not need to maintain separate code for every client.

How do we hand over a finished workspace to the client team?

You prepare role-based workspaces with planners, filters, and key reports. You enable the client dashboard for external users so they see only their items. You document the setup inside Planfix, including API data and automations. When you hand over the account, the client can keep working without your team, and you can return later for phase-two improvements and upsells.

What if the client’s IT is slow to approve integrations?

Start with the channels that are already available, most often email to task. Then you model the process with status sets and refine it live with users. Once the client’s IT approves messengers, telephony, or external systems, you connect them and keep the same task flow. This lets you show value in the first week instead of waiting on long integrations.

Planfix for Integrators and Implementation Partners

Design Once, Roll Out Safely

You need every setup, migration, and support request to land in one workspace. Planfix gives you channel to task, Planner with conditional lists, status sets, directories, external dashboards, automations, and AI agents so data stays structured.

Building solutions in Planfix

Capture and Route

Turn client email and messenger messages into tasks in the right list.

Match Client Process

Configure objects, fields, and status sets so the client sees their terms.

Connect Real Channels

Connect telephony and messengers so live traffic goes straight into Planfix.

Turn Channels into Tasks

Email, messengers, and calls become auditable tasks in one workspace.

Route by Rules

Planner lists show load and bottlenecks for managers instantly.

Add External Users

Client dashboard keeps all history in one place for external roles.

Log Calls and Analyze

Speech recognition gives ready context and reports for support teams.

Add Objects and Fields

Show the client their own terms and entities inside Planfix.

Status Sets and Rules

Users cannot skip steps because transitions are controlled.

Build Directories

Keep services, contractors, and prices clean and consistent.

Automations and AI

Reduce routine work with AI agents and script actions.

Deliver a Finished Workspace

You deliver Planfix with working channels, planners, dashboards for external users, and reports that prove value. The client stays in Planfix, not in side messengers, and you can clone parts of this setup for the next project.

See reporting